Infrastructure, analyzed daily.
AI infrastructure, cybersecurity, power and cooling — the announcements that matter, with the analysis and the unanswered questions the press releases leave out.
Dell Raises Full-Year Forecasts as AI Data Center Demand Surges
Dell lifted its full-year forecasts as AI data center buildouts fuel server demand, sending shares sharply higher. What the guidance raise signals about the AI infrastructure supply chain,…
Bitdeer’s $37M Bet: A First U.S. Plant to Mass-Produce Its Own Mining Rigs
Bitdeer is investing roughly $37 million in its first U.S. manufacturing facility to mass-produce its proprietary bitcoin mining machines. We examine what onshoring rig assembly signals about tariffs,…
Pennsylvania’s GRID Standards Make It an Early Mover on Data Center Accountability
Pennsylvania’s new GRID standards target data center accountability for power, water, and ratepayer impact, making Gov. Josh Shapiro an early state mover. We examine what the announcement covers,…
Argonne Launches First Large-Scale AI Inference Service for Open Science
Argonne National Laboratory has launched the first large-scale AI inference service for open science, bringing on-demand model serving to researchers. We examine what hyperscaler-style AI serving means for…
I Squared Commits $1 Billion to US AI Inference and Edge Colocation Platform
I Squared Capital launches a US AI inference and edge colocation data center platform backed by a $1 billion commitment. We analyze why the firm is betting that…
Modine Signs $4 Billion Airedale Cooling Capacity Deal Through 2029
Modine’s $4 billion capacity agreement for Airedale data-center cooling through 2029 shows how central thermal management has become to AI infrastructure. We break down what the announcement discloses,…
Rapides Parish Lands $3.6B AI Data Center Campus as Gigawatt Demand Moves South
A $3.6 billion AI data center campus is planned for Rapides Parish, Louisiana, extending the gigawatt-scale AI buildout into central Louisiana. We examine the reported power arrangement with…
LA Metro Breach Attributed to Iranian State Actors, Not Hacktivists
A security firm says the Iranian government, not a hacktivist group, breached LA Metro, recasting the incident as nation-state activity. The reattribution highlights transit infrastructure’s growing exposure to…
I Squared’s $225M Cogent Data Center Deal Bets $1B on AI Inference at the Edge
I Squared Capital is buying data centers from Cogent Communications for $225 million and launching a platform reported at $1 billion aimed at AI inference workloads. We analyze…